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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $136M | -$16.2M | -11% | 8.09% | – | 36 | 22.22% | 0.2 |
|
| 6702 |
6702
Orser Capital Management
Southlake,
Texas
| $136M | -$9.06M | -6% | 3.51% | 128% | 51 | 27.45% | 4 |
|
| 6703 |
6703
BankPlus Wealth Management
Jackson,
Mississippi
| $136M | +$1.96M | +1% | 1.92% | – | 109 | 14.68% | 0.2 |
|
| 6704 |
6704
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $136M | -$5.6M | -4% | 0.43% | 117% | 270 | 87.04% | 2.5 |
|
| 6705 |
6705
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $136M | -$3.43M | -2% | 1.26% | 79% | 137 | 14.6% | 2.2 |
|
| 6706 |
6706
SFM LLC
Manchester,
New Hampshire
| $136M | -$5.86M | -4% | 2.97% | 67.5% | 62 | 14.52% | 1.1 |
|
| 6707 |
6707
Fire Capital Management
San Francisco,
California
| $136M | +$1.72M | +1% | 3.37% | – | 96 | 13.54% | 0.2 |
|
| 6708 |
6708
Highland Peak Capital
Old Greenwich,
Connecticut
| $136M | -$46.7M | -26% | 4.73% | 260% | 24 | 75% | 0.3 |
|
| 6709 |
MFFIA
6709
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $136M | +$2.05M | +2% | 2.37% | 136% | 69 | 2.9% | 1.9 |
|
| 6710 |
6710
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $136M | -$4.5M | -3% | 3.72% | – | 41 | 14.63% | 0.2 |
|
| 6711 |
6711
LAM Group
Lake Oswego,
Oregon
| $136M | -$4.32M | -3% | 0.18% | 61.8% | 133 | 45.11% | 2.1 |
|
| 6712 |
6712
Reyes Financial Architecture
San Diego,
California
| $136M | +$8.7M | +7% | 1.06% | – | 359 | 30.36% | 0.2 |
|
| 6713 |
6713
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $136M | +$3.35M | +3% | 1.01% | – | 194 | 10.82% | 0.5 |
|
| 6714 |
6714
Fischer Investment Strategies
Westlake Village,
California
| $136M | +$10M | +8% | 0.49% | 81% | 38 | 44.74% | 0.6 |
|
| 6715 |
BCM
6715
Beaumont Capital Management
Boston,
Massachusetts
| $136M | +$6.01M | +5% | 0.62% | 49.6% | 75 | 56% | 0.9 |
|
| 6716 |
6716
Stonekeep Investments
Sante Fe,
New Mexico
| $136M | +$1.31M | +1% | 1.89% | – | 63 | 12.7% | 0.6 |
|
| 6717 |
6717
Financially Speaking
Greenwood Village,
Colorado
| $136M | -$11.6M | -8% | 0.76% | – | 195 | 67.69% | 0.2 |
|
| 6718 |
6718
Byrne Asset Management
Kingston,
New Jersey
| $136M | -$6.68M | -5% | 2.16% | 126% | 610 | 33.28% | 1.4 |
|
| 6719 |
6719
Millennium Capital Advisors
Little Rock,
Arkansas
| $135M | -$11M | -8% | 4.98% | 134% | 121 | 9.09% | 2.5 |
|
| 6720 |
6720
Allodium Investment Consultants
Minneapolis,
Minnesota
| $135M | +$15.7M | +13% | 0.91% | – | 48 | 6.25% | 0.2 |
|
| 6721 |
6721
Schwallier Wealth Management
Grand Rapids,
Michigan
| $135M | +$3.99M | +3% | 0.77% | 42.3% | 53 | 35.85% | 0.7 |
|
| 6722 |
6722
Axis Wealth Partners
East Providence,
Rhode Island
| $135M | +$16.7M | +14% | 0.55% | – | 140 | 7.14% | 0.2 |
|
| 6723 |
6723
Cadence Wealth Management
Westborough,
Massachusetts
| $135M | -$15.7M | -10% | 9.31% | 56.4% | 47 | 4.26% | 2.2 |
|
| 6724 |
6724
SFI Advisors
Montclair,
New Jersey
| $135M | -$7.17M | -5% | 4.02% | 95.9% | 93 | 34.41% | 1.9 |
|
| 6725 |
6725
Brewster Financial Planning
Brooklyn,
New York
| $135M | +$3.26M | +2% | 0.01% | 44.3% | 28 | 17.86% | 1.9 |
|